PERSONAL WEALTH ADVISORY, LLC

PERSONAL WEALTH ADVISORY, LLC of LANCASTER, PA is an SEC-registered investment adviser (CRD 125259).

Registration

• CRD: 125259
• Type: Registered investment adviser
• Location: 630 DELP ROAD, LANCASTER, PA, 17601
• Phone: 717-735-1170
• Latest filing: 2026-02-12
• Clients: 3

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 125259 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search